Sift Profile Completion

To encourage users to fill in profile information by sending them CTA messages and request from peers through the notification center.

Time

Current Status

My Role

Project Type


‍

Internship Project
Add new features

8 Weeks, July 2019

Online

Product Design Intern
Project Owner

Overview

Background

Sift is an internal employee search system and User Profile is important to us.

We enable employees in the organization to search for other employees base on skills, interests, knowledge, and experiences.

challenge

Nudge users to fill in Their profile

To do that, I did some research to understand why users don't fill in profile information currently and drew these two insights.

sOlution Brief

Sending both Peer's and Sift's request through notification Center

The solution is the notification center and the messages we send to users through it. Sift will ask users for profile information and enables the users to ask each other for profile information.
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Performance

A huge success !

Data was collected after its about 3 months online. The growth was surprisingly high.

380%

more users completed their profile

40%

Users updated profiles after seeing peers' request

12000+

More employee profiles completed

Addressing Insight 1

‍replace the current CTA tool for a notification center

Before

Short display, Out-of-sight, misleading

It pops up and ask for user information once in a while. Problems:

Only show up on the homepage, where our users barely stay.

Far from the main operation area

Looks like chatbot that provides optional help information.

πŸ™10% users responded to the old CTA.

After

Always available, eye catching

It opens automatically and show the call-to-action message if users didn't fill in all required information or there's a new request from other people. Advantages:

Users can find it on any page.

It's closer to the main operation area and thus easier to be noticed.

πŸŽ‰48% users responded to the new CTA!

Addressing Insight 2

Enable users to request peer's information

Before

Fill in profile only because sift asked

After

Fill in profile because my colleagues also need it for better collaboration

We enable peers to ask for one user's profile information, and the user will be notified though emails and in-app messages.

Users who receives the message will know that:

People do look at my profiles.

Profile information is for better collaboration.

πŸŽ‰45% users responded to peers' request!

My contribution

led the project

I worked on this project as the project owner, and reported biweekly to 2 remote PMs (our CEO and Design Lead). As my internship ended, I hand over my design to a PM and he shipped it. Though I was the only one working closely on this project, I very often reached to other designers, PMs, Developers and Client Success and Marketing team for help and feedback.

Main areas of responsibility:
- Management (sprint planning, weekly reviews)
- UX research (data analysis, interviews and user testing)
- Exploring and validating ideas (brainstorming, collect feedback from stakeholders, prioritization)
- Design (notification center on the website, emails and message content)

Problem Analysis

Research

Why Users don't fill in their profile?

1. Users Lack the Motivation

a.They only invest in popular tools, and they don't know if sift worth.

b. They don't see profile's value to themselves, to team members.

c. They see other empty profiles and thought that was ok.

2. Questions are hard to answer

a. They don't know the expected content and tone of the answer.

b. They themselves don't know the answer to some questions, such as "What I do".

c. Some information can be hard to recall.

3. The easily ignored CTA tool

a. The tool we use is only accessible on the homepage, where users don't stay.

b. It's far from the main operation area and users don't see it.

c. Looks like chatbot that provides optional help information.

Research Details

data analysis

⛳️

Goal

To understand the current profile filling condition, and find out the influencing factors.

πŸ‘Ύ

Methods

I asked for the raw data from engineers and analyzed the data of 24k users on Numbers by myself.

πŸ—Ί

Process

I firstly defined and calculated some key user status indicators, such as "active user", "healthy company", and four levels of user profile completion state. Then I Β compared the data of users in many dimensions, for example, users from different companies, of different career length in the company.

πŸ’‘

Insights

Factors influencing users' profile completion condition:
1. User activeness;
2. User's companies' size;
3. The way we ask users to fill in profile. (They tend to react when we emphasize the value to employees instead of the company.)

Interviews

⛳️

Goal

Answer the questions raised in the data analysis

✍️

method

I conducted interviews with 5 users who come from companies of different scales, with different levels of profile completion and activeness.

🧐

Questions Asked

User scenarios dealing with Sift and profile; their thoughts and perceptions in the process; thoughts to the previous measures we had; and why they fill in or don't fill in different sections of their profile.

Data Interpretation

The main way I analyzed the research data was to group them base on research questions that I asked in many different ways.
For example, to learn about why users don't fill in their profile, I grouped user answers to this question, to why they don't, and why they responded to previous measures the team took to ask their information.
Solution

How Might We Let users fill in their Profile?

build notification center & Send Motivational messages to users

I brainstormed a dozen of ideas, iterated them according to the team's feedback, and prioritized them. It turned out that the notification center can be the best choice to go with at this time.

Brainstorming & Prioritization Details

Brainstorming

To get feedback from other team members and move fast, I printed out all my possible ideas, solving different user problems in different stages of their experience on Sift. I then iterated them according to team members' feedback.
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Paper prototypes are easier for team discussion

Prioritization Metrics

The team believed that those ideas might all be effective, and they all need to be implemented. However, we wanted to build them piece by piece so we needed to decide the roadmap. Before the prioritization, I came up with the metrics that we can use in this specific project.

What message can be motivational?

Peers' Request for users' information

Based on the Persona I made after research, and the different user stages I defined, I and the team brainstormed the ideas of messages that we could use to ask for user information. Considering the expected effectiveness and cost of building, we chose Peer's Nudge message to build at this time.
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Brainstorming Details

1. Understanding user needs and thoughts first

The behaviors and needs of users from different groups can vary dramatically. The personas I made in the previous research phase helped me to figure out the information that might appeal to different users.
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2. Brainstorm Base on user needs

I noticed that user needs are not only different between user segmentations, but also different from stages in their experience with Sift. Thus I defined different user stages to help me brainstorm message ideas.
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3. Prioritization

I realized that each message requires a system to support it, and we cannot do that all at once. Therefore, in the first version, we can only ship one kind of message.‍

πŸ’‘

Prioritization metrics

1. The cost of building the message supporting system;
2. The expected effectiveness of the message.

πŸ†

The message to Build

Request from colleagues to fill in profile information

Interaction Design

Experience of Reading Emails

Email experience design

⛳️

Design Goals

Users will take actions to fill profile after reading the email.

🀨

User concerns learned from Test

1. Why this person need my information?
2. Who this person is?

Each time I got user feedback, I did iterations and test again. Users found the third version of my design much more effective than the first version.
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Experience of Reading Notifications

Notification Center Design

Keep User Scenarios in Mind

To make sure that my design fits into the scenario and achieve our goals, I made a User Scenario Canvas to guide and evaluate my design.

Where to place it?

Example of decision making in low-fi stage

How does it open?

Example of decision making in mid-fi stage

How will messages be organized?

Example of decision making in hi-fi stage

Final User Flow and experience

Experience of requesting information

Comforting: enable users to request information anonomously

Easy: provide default request

Experience of being requested

Users receive both an email and a message. This experience is:
Trustworthy: provide that peer's profile keywords to build trust
Convincing: provide professional reasons for the request.
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User receives emails and update profile

User receives messages on the website and update profile

Reflections

CHallenge 1

Project Prioritization

In this project, I was the product owner and need to prioritize the many design ideas.

βœ…

Challenge Passed

I successfully made my own metrics of prioritization, and my recommendation for project prioritization was recognized by the team.

⭐️

Its Value to Team

I built a framework of prioritization that can be used in the future.

⭐️

Its Value to Myself

I figured out my own way to approach and dissect projects. That clarity guides my energy allocation to projects and also helps my design.

CHallenge 2

To Keep a clear Project scope

Since this was an explorational project, there was no clear expectation of the final deliveries at the beginning. As the owner of this project, I should have set clear expectations of the delivery and success metrics. I failed to do that.
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πŸ”΄

Challenge Failed

I didn't clearly define the scope of this project, didn't set success metrics, and spent much time on designs that were unrelated to the primary goal.

⭐️

If given another chance

To set clear and feasible project scope, I will:
1. Consider the resources and time given;
2. Only build the MVP and design the others in later iteration with online data;
3. Use the MoSCoW framework to clearly define what to do;
4. Set success metrics.

Team's Comments

1. Great Presenter

"Great and Engaging presenter......"
"Best presentation......"

2. Grows very fast

"Over the summer, Teresa took her UX skills to Another Level......"
"Great at gathering feedback..."

Looking to expand my network

Wanna chat? Let's connect!